AI and BBU Order Volume Boost Helps Yisheng Achieve Record Revenue of NT$185 Million in July

Yisheng (5291-TW), a PCB manufacturer that has joined Taiwan’s semiconductor national team, has announced its latest revenue figures: July 2026 revenue reached NT$185 million, setting a new historical high. This represents a 51.12% increase month-over-month and a 43.54% year-over-year rise. Cumulative revenue from January to July 2026 totaled NT$899 million, up 43.54% year-on-year. Additionally, Yisheng reported a post-tax net profit of NT$36.67 million for the first half of 2026, with earnings per share at NT$0.92.

The record-breaking revenue in July was primarily driven by the rapid development of AI applications, which has led to comprehensive upgrades in peripheral equipment specifications and significantly increased demand for high-end PCBs. Notably, products related to AI server backup battery modules (BBUs) entered mass production and shipment in July, becoming the primary driver behind the record monthly revenue.

As AI servers evolve toward higher power and higher density, the requirements for PCBs used in BBUs—such as high reliability, high layer count, superior heat dissipation, and advanced precision manufacturing—have also intensified. This further highlights Yisheng’s technical strengths in small-batch, highly customized PCB manufacturing. The company maintains long-term, stable partnerships with major domestic clients, continuously supplying existing products while simultaneously developing multiple new products, laying a solid foundation for future operational growth.

In terms of product mix, industrial computer applications remained the primary source of revenue for Yisheng’s PCB shipments in the first half of 2026. The ongoing integration of AI capabilities into industrial control, automation, and edge computing devices has driven upgrades in industrial computer specifications, leading to steady growth in demand for high-end PCBs. Meanwhile, the company has actively expanded into high-barrier technology markets such as AI, high-speed computing, low Earth orbit (LEO) satellites, drones, and anti-drone systems. Related products accounted for over 10% of total revenue in the first half of 2026. As customer projects progressively enter mass production, the proportion of high-margin products is expected to continue rising. The company aims to double the revenue share of high-value-added products by 2027, further optimizing its product portfolio and profitability.

Yisheng has long focused on niche, high-mix, low-volume, and highly customized PCB markets. In response to global supply chain restructuring trends, all of its production facilities are concentrated in Taoyuan, Taiwan, effectively meeting international customers’ demands for non-China supply chains and local manufacturing. Furthermore, Yisheng officially obtained AS9100 aerospace quality management system certification in October 2025, aligning its quality management system with international aerospace standards. This not only supports expansion into LEO satellite and aerospace supply chains but also strengthens its competitive advantage in the high-reliability PCB market.

To meet rapidly growing demand for high-end products, Yisheng’s Guishan Phase II factory is now in the final acceptance stage and is scheduled to officially commence operations by the end of Q3 2026, contributing to revenue. The new facility will integrate existing PCB production capacity, introducing high-precision processing equipment, automated smart production lines, and digital process management systems to comprehensively enhance production efficiency, quality control, and delivery timelines. This will provide robust capacity support for high-value-added products in AI, high-speed computing, aerospace, and military applications.